One of the drawbacks of funds is their singular approach to managing cycles, which means walking a certain path and not straying. Factor investing is at least more dynamic. People will often speak of this or that type of stock being more suitable for this or that environment, and even though this view is ruled […]

Diversification is a popular tool at any time, but as investors seek to protect themselves even more now due to the uncertainty of the stock market, they need to also weigh the costs. With economic projections stabilizing more, and remaining quite favorable for the foreseeable future, some people are still going to worry about these […]

Fund Manager Paul Hogan is said to beat 99% of his peers that he shares a part of the investment forest with. This can allow us to fail but still be able to brag about the failure. You would think that the world of mutual funds would be set up so that we may compare […]

It seems that some dividend funds can keep up with the market, but this does not mean that they are the best choice. We also need to make sure we factor in both risk and return. The debate about whether paying out higher dividends is good or bad for investors has been going on for […]

Some may think that an actively managed fund should at least beat the market, because this is what we pay them more for. 78% of them fail to even do this. It’s pretty common knowledge these days that about 8 out of 10 active funds fail to beat the market, in spite of all the […]

When we look to predict the future, the assumptions we make will determine what the future will hold. Research Associates have used theirs to predict a dim outlook for large caps. In spite of all the advancements that modern civilization has made, some things remain in a pretty nascent stage, and our understanding of the […]

It’s not uncommon for investors to be hesitant or even afraid to buy stocks when they or the market is at an all-time high. This is a great time to invest, and the numbers prove it. It’s not that clear where the fear of buying at the top comes from, but there are a few […]

RAFI funds look to improve the standard value investing approach by not just investing just because a stock is doing badly. Does this approach improve this strategy enough? We somehow ended up with two different terms to describe stocks, value stocks and growth stocks. When it comes to stocks, the value of a stock and […]

Another rate cut by the Fed, continued optimism for a trade deal, and a job market that continues to expand all have propelled stock indexes to make further all-time highs. Whatever concerns we have had about the bear market ending, employment statistics haven’t been one of them. We might be late in the current cycle […]

When you have lost money 11 years out of 11, with a 12th being a virtual certainty, taking a quarter off from losing once in a while can really excite some people. You know that a company is popular when you can spend your first 12 years losing money each and every year and a […]